109. Shock Test Your Retirement Plan

109. Shock Test Your Retirement Plan

Now more than ever, people are realizing the importance of a long-term financial plan. Things can threaten your plan seemingly out of nowhere. A year ago, inflation was hardly a topic of concern, but looking at today’s market has a lot of us worried about the future....
102. The Yield Curve Just Inverted…Now What?

102. The Yield Curve Just Inverted…Now What?

With rising inflation and now an inverted yield curve, are we headed towards a recession? The interest rate paid on our short-term debt has exceeded the interest paid on our long-term debt of the same quality. So, what does this mean for investors? On today’s episode...
94. Volatility in 2022 Market Update

94. Volatility in 2022 Market Update

Special Guest, CFA, Portfolio Manager David Wagner of Aptus Advisors, joins us on today’s episode to discuss the various factors contributing to market volatility in 2022. As a portfolio manager David is constantly studying the market, understanding the impact it has...
92. Volatility: The Retirement Killer

92. Volatility: The Retirement Killer

January ended up being a pretty volatile month in the market. With inflation, geopolitical tension, and rising interest rates we may see more volatility in the near future. What is the danger this poses to our retirement? A fear of outliving your money coupled with...